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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,901 | $73,978+29.6% | $96,515-0.6% | $75,173+27.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 59.80% | 26.72%+33.1pp | 35.73%+24.1pp | 160.72%-100.9pp |
| Employer contribution / active EE | $8,621 | $2,931+194.2% | $3,740+130.5% | $2,671+222.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,556 | $5,219-51.0% | $6,735-62.1% | $5,651-54.8% |